Weaver Consulting Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Weaver Consulting Group’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$581K	Buy	5,327 +1,441	+37%	+$157K	0.12%	152
2026 Q1	$423K	Buy	3,886 +78	+2%	+$8.6K	0.1%	161
2025 Q4	$420K	Hold	3,808	–	–	0.1%	159
2025 Q3	$424K	Buy	+3,808	New	+$419K	0.11%	150
2020 Q4	–	Sell	-665	Closed	-$90K	–	567
2020 Q3	$90K	Buy	665 +24	+4%	+$3.27K	0.05%	201
2020 Q2	$86K	Buy	641 +158	+33%	+$20.5K	0.05%	202
2020 Q1	$60K	Buy	483 +454	+1,566%	+$57.8K	0.04%	207
2019 Q4	$4K	Hold	29	–	–	﹤0.01%	649
2019 Q3	$4K	Hold	29	–	–	﹤0.01%	632
2019 Q2	$4K	Hold	29	–	–	﹤0.01%	619
2019 Q1	$4K	Buy	+29	New	+$3.36K	﹤0.01%	1159

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Weaver Consulting Group's LQD Position: Q2 2026 in Review

Weaver Consulting Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 37% in Q2 2026, buying an estimated $157K and bringing the position to 5,327 shares worth $581K. The position accounts for 0.12% of the portfolio, ranked #152.

Weaver Consulting Group first reported a position in LQD in Q1 2019 and has held it in 11 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Weaver Consulting Group held 5,327 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $581K as of Q2 2026.
Weaver Consulting Group bought 1,441 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $157K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of Weaver Consulting Group's portfolio in Q2 2026, its #152 holding.
Weaver Consulting Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 11 quarters since.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.